Exponential, Distilled

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Exponential, Distilled
Exponential, Distilled
BTC Stocks > Altcoins
Thematic Research

BTC Stocks > Altcoins

BTC → MSTR → MTPLF: Reflexive Flows

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Michael Anwar
May 08, 2025
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Exponential, Distilled
Exponential, Distilled
BTC Stocks > Altcoins
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BTC is up +450% this cycle—ETH and OTHERS aren’t even close. The classic altcoin rotation is broken.

This isn’t a pause—it’s structural. Meme dilution, shallow liquidity, and institutional flows have fractured the altcoin regime.

Alpha has moved off-chain—it's now in equities. Here are 10+ crypto stocks primed to ride BTC’s next leg up.

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A guest post by
Michael Anwar
Analyst at Exponential, Distilled. On a mission to explore the forefront of blockchain technology and translate complex innovations into educative insights.
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